Every request handled. Every client reached. Every policy current.
Insaio answers your clients, reaches out when their cover needs attention and sees every conversation through, on phone, WhatsApp, email and SMS. So you have time for your clients again.
Working with agencies, brokerages and insurers like
Your clients deserve your time. Insaio gives it back.
Your clients' lives change quietly, and most only hear from you once something has gone wrong. Insaio is your AI client care team: it takes the calls, the follow-ups and the paperwork, so nobody waits and nobody is forgotten.
Answers everyone.
Nobody waits. Clients who call or write get an answer, day or night. You get the full picture.
Thinks ahead.
Nobody is forgotten. Insaio reaches out about renewals, cover gaps and life changes before anyone has to ask.
Sees it through.
Nothing falls through the cracks. Claims, changes, documentation: every conversation to a result, on the record. Your portfolio grows in value.
Capabilities
Everything a client care team does. On every channel.
Phone, WhatsApp, email, SMS and video meetings, in one team instead of separate tools.
AI client care team
Your AI client care team, in your agency's voice
It knows insurance: claims, renewals, policy questions. You choose the language, tone and voice.
Nine languages in 13 variants, from German, Austrian and Swiss German to Turkish.
Good day, Mrs. Miller. This is the digital assistant of Alex Thornton, Thornton Insurance — do you have a moment?
Yes, briefly — what is this regarding?
Your home insurance renewal is coming up. I'd like to schedule a short review to make sure your coverage still fits.
That makes sense. When could we meet?
I have Tuesday at 10:00 AM or Thursday at 2:30 PM with your advisor. Which works better for you?
Thursday at 2:30 works for me.
Perfect. I've reserved Thursday at 2:30 PM with your advisor. You'll receive a confirmation shortly. Have a great day!
Use cases
What your AI client care team takes on.
From the first message to the record: the work around every client conversation.
Availability
Every call and message answered, after hours too, and when everyone calls at once after a storm.
Client requests
eVB, claim reports, address and bank changes, documents: taken in full, then done or handed to you with full context.
Appointments and callbacks
Advisory appointments and callbacks booked, moved, confirmed and reminded, straight into the right advisor's calendar.
Outreach
Insaio gets in touch at the right moment: renewals, motor switching season, premium adjustments, life events, or clients who haven't heard from you in years.
Prep and follow-up
A briefing before every meeting; afterwards the summary, missing documents and next steps.
Documentation
Every call on the record. Soon advice records too, IDD-compliant and ready to sign.
Testimonials
What Our Customers Say
"Insaio fundamentally changed how we handle client appointments. Scheduling now happens quietly in the background, and we can focus again on what really matters – advising our clients."
Daniel Dietrich
Insurance Broker – Die Beamtenberatung
"The time savings are significant. What used to take hours of calling and follow-ups now happens automatically. Our clients appreciate the convenience, and we clearly feel the efficiency gain."
Verena Sauter
Insurance Advisor – VPV Versicherungen
"Data protection was extremely important to us, and we were also unsure how clients would react to AI. With Insaio, both concerns are addressed – technically sound and human in conversation."
Wolfgang Fries
Agency Manager – Ergo Versicherung
Learn with Insaio
Latest from Insaio
Product updates, announcements, and best practices from the Insaio learn hub.
From AI phone agent to AI client care team
In January, we called clients. As of today, Insaio takes care of the work around every client conversation. What changes and what stays.
Multilingual calls: Your AI speaks your customers' language
9 call languages in 13 variants, extra languages per team member, and confirmations in your contact's language.
Call protection: When in doubt, against the call
Your own blackout days, a voice per team member, language switching mid-conversation — more control over when and how Insaio calls.
Security & Compliance
Built Secure. Compliance by Design.
Automate client communication – without compromising on data protection or regulatory requirements.
GDPR Compliant
Full compliance with EU data protection regulations and lawful transfer mechanisms.
EU AI Act Aligned
Designed in line with EU AI Act requirements, including transparency and human oversight.
Regional Hosting Options
Flexible regional deployment with EU (Germany) and US data residency options.
Encrypted by Default
All data exchanges are encrypted and integrity-protected at all times.
LLM Privacy
Customer data is never used to train shared AI models or improve results for other customers.
Do-Not-Contact Enforcement
Customer opt-outs are logged, enforced, and automatically excluded from future campaigns.
Insaio has started ISO 27001 certification.
Get started
Finally, time for every client.
Start with 100 clients who haven't heard from you in a while, and see what's done in a week.